B2B CFO Honors Top Earners During the 2021 National Partners Meeting

B2B CFO Honors Top Earners During the 2021 National Partners Meeting

Celebration at the annual National Partners Meeting recognizes top B2B CFO Partners who in 2019 and in 2020 demonstrated exceptional performance February 24, 2021 (Mesa, Arizona) — B2B CFO, a leader in strategic business advisory services to owners of privately held companies, recognized its best-achieving Partners of 2019 and 2020 as “Top Earners” during a virtual celebration held January 29-30, 2021. Originally scheduled to take place at The Hilton Phoenix Resort at the Peak, the 2021 National Partners Meeting and awards ceremony was instead streamed live in response to the Coronavirus (COVID-19) pandemic. Featuring speakers, sponsor presentations and virtual networking, the 2021 Partners Meeting was highlighted by the awards presentation. The Top 20 Earners for each year are an elite group and are recognized for exceptional performance. “We are extremely grateful to and proud of all of our Partners and their consistent excellence in the field,” remarked Jerry L. Mills, Founder and Chief Executive Officer of B2B CFO. “Our Top 20 Earners did not let challenges or current circumstances get in the way of success. Their integrity and determination to help business owners during stressful times were the key to their success. Please join us in congratulating them on this tremendous achievement.” The following were recognized at the 2021 meeting: The B2B CFO Partners who took the Top Earners recognition for 2019 begin with highest ranking Greg Simmons, who took the number one spot, closely followed by Glen Katlein, Allen Crouch, David Whitwell, Dave Saunders, Colin Funk, Sal Burd, Richard Franco, Sheri Pawlik, Allan Maguire, Dave Fouts, Bob Boulanger, Mark Crowley, Dave Lemon, Kevin Campbell, Ken Knapik, Ken Saddler,...
Award Winning Author and Inc. Magazine’s Editor-at-Large Bo Burlingham to Keynote B2B CFO’s Annual Meeting

Award Winning Author and Inc. Magazine’s Editor-at-Large Bo Burlingham to Keynote B2B CFO’s Annual Meeting

MESA, Ariz. [November 5, 2015] – B2B CFO, the nation’s largest CFO and Exit Strategies firm for privately held businesses, announced today that award winning author and Inc. Magazine’s Editor-at-Large, Bo Burlingham will keynote the National Partners Meeting to be held April 28-30, 2016. The invitation-only annual event that brings together all of B2B CFO’s Partners from across the country along with sponsors and special guests will be hosted at the Scottsdale Resort and Conference Center in Scottsdale, Arizona. “We’re so pleased to have Bo Burlingham as speaker,” said Jerry L. Mills, founder and CEO of B2B CFO. “Each year, our goal is to provide our Partners and all conference attendees with the latest insights to stay at the leading edge of our industry and ahead of competitors.  Bo has a unique understanding of the exit strategies marketplace and has been doing a fantastic job following and reporting on the market trends.” Bo Burlingham joined Inc. Magazine in January 1983 as a senior editor and became executive editor six months later. In 1990, he became Editor­at­Large to focus on more writing and subsequently wrote two books with Jack Stack, the co­founder and CEO of Springfield Remanufacturing Corp.  and the pioneer of open­book  management. One of the books, The Great Game of Business, has sold more than 300,000 copies. The other, A Stake in the Outcome, has been called “the first management classic of the new millennium.” Burlingham co-authored with Norm Brodsky the popular monthly column in Inc. called “Street Smarts,” which was a finalist for a National Magazine Award, the highest honor of the magazine industry. In Bo Burlingham’s latest...
B2B CFO HOLDS SIXTH ANNUAL NATIONAL PARTNERS’ CONFERENCE

B2B CFO HOLDS SIXTH ANNUAL NATIONAL PARTNERS’ CONFERENCE

More than 300 Gather in San Antonio, Texas to Recognize Outstanding Partners and Celebrate Company’s Success and Growth  Phoenix, Ariz.,  May 2, 2011 –  B2B CFO, the nation’s largest CFO services firm, recently concluded its sixth annual National Partners’ Conference in San Antonio, Texas.  Held at the Embassy Suites on the historic Riverwalk, the conference was attended by more than 300 participants including partners, service providers, sponsors, speakers and guests.   Held on April 29th  and 30th, the conference was used as a platform to unveil B2B CFO’s new network portal and marketing strategies, recognize outstanding partners and provide a preview of new programs and training opportunities for 2011.  The busy agenda featured more than 15 educational sessions highlighting best practices, industry statistics and product/service information from title sponsors.   SAP Business byDesign™ and Lockton® & Principal Financial Group® were the Title Sponsors for this year’s conference.    Gold sponsors included: SES Advisors, Inc., GrowthForce, and  AICPA/CPA2Biz.  Silver sponsors were:  Cost Segregation Services, Inc., Charter Capital, Chief Outsiders, Entrepreneur Growth Capital, LLC, Reference Services, Inc. State Tax Advisors, Ivis.com, eXemplify, Inc.; Transwestern, Intuit and Oasis Outsourcing.   “It was my pleasure to welcome all of this year’s sponsors to our conference,” said Jerry L. Mills, founder and CEO of B2B CFO. “We expect that as a result of this unique cross-industry collaboration we all will be better ambassadors for each other’s products and services and further our understanding and knowledge of how to best serve our marketplace.”   The conference also included guest appearances from speakers and VIPs.  Dave Sherman a renowned authority on mastering the fine art of networking...